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Advisory Team

Rory MacKenzie

Principle Adviser

Rory has had more than 15 years’ experience as a self-employed financial planner, he established Prom Country Financial Planning Pty Ltd in 2003, and grew the business through purely organic growth until 2008, when he acquired a Gippsland client register.

His previous background was that as a partner in an accountancy business in South Gippsland for 5 years, he first became partner at the age of 25. This accountancy firm’s speciality, was farming and self-employed business clients. As the principal adviser, Rory’s core business is looking after the risk insurance needs of medical professionals and self-employed business clients

Rory holds a Bachelor of Commerce and a Diploma of Financial Services (Financial Planning), is highly regarded in the financial planning industry.

Away from work Rory is passionate about fishing, the wine industry, Geelong Football Club and of course his wife Joanne and his two boys.

Client Services Team

Jo O’Connor

Insurance & Claims Manager

Jo joined our team in February 2019, having previously worked at a local newspaper. Jo brings with her over 20 years of administrative experience with her background being in hospitality, bookkeeping & Accounts Management in the construction industry. Jo and her family relocated to Tasmania for 7 years where they managed their own window furnishing business before returning to South Gippsland.

Outside of work Jo enjoys spending time with her family and their love of theatre and volunteers her time as Costume Co-ordinator with Wonthaggi Theatrical Group.

Molly Hocking

Client Manager (Molly will be taking Maternity Leave for 12 months from the 1st September 2023)

Molly joined the team in June 2019 and has an Administrative and Tourism/Hospitality background. Molly holds a Diploma of Resort Management, Certificate 4 in Training and Assessment and enjoys working with people in her community as well as focusing on providing excellent customer service and experience.

Molly has recently relocated back to her home of the Bass Coast after living interstate for several years where she was a SCUBA Instructor on the Great Barrier Reef.

Outside of work, Molly enjoys spending time with her friends and family and loves all things water sports. She is passionate about Environmental Conservation with a special interest in keeping our oceans healthy.

Alliza Miel

Client Services

Alliza joined our team in July 2021. She is currently studying a Bachelor of Commerce (Finance and Accounting)  Alliza previously worked as a vocal teacher in local primary and secondary schools. She has also worked as an administrative and customer service officer in local government.

Outside of work, you may have seen Alliza on stage cast in lead roles for Wonthaggi Theatrical Group, formerly as Eponine in their 50th-anniversary production of Les Miserables (2019). She also cherishes spending quality time with friends and family and going on summit hikes.

Cherry Basan

Administrative Associate

Cherry joined our team in March 2021. She holds a Bachelor’s Degree in Accountancy and has 5 years of experience working in General Accounting.

Outside of work, Cherry busies herself reading books on financial literacy to give her a better understanding of the industry which also helps her improve her communication skills.  She enjoys watching Korean series as she finds the culture and shows very interesting.

Rachel Gibbs

Administrative Associate

Rachel joined our team in August 2023, with a strong background in Administration and Customer Service Roles.

Having completed a Bachelor of Interior Design throughout covid, she also has previous experience working in design studios and furniture stores alike. After moving from Mornington Peninsula, Rachel relocated to South Gippsland to join her partner and young golden retriever puppy. Outside of work, Rachel enjoys spending time camping, long walks and picturesque skies.